Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
445 Views
China Construction Bank (SEHK 939): Key Metrics and Valuation Comparisons with Brazil Big-Cap Banks
We compare the Brazil big-cap banks with China Construction Bank H (939 HK), the largest big-cap Chinese banks, in this report CCB compares...
477 Views
Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
534 Views
Brazil Banks Data November '19; Broadly Positive Pointers for 2020, Despite Spread Pressure
Brazil banks data to November is broadly positive Accelerating loan growth, especially in the individuals category, and well controlled...
382 Views
Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
788 Views